News category: ESG

The GBP38 billion Brunel Pension Partnership has been making some changes to its responsible setup in order to meet the pension’s net zero targets. The recent changes include transferring funds to newly launched Paris-aligned benchmarks as well as reviewing its climate change policy. EQDerivatives’ Georgia Reynolds spoke with Brunel’s head of stewardship Helen Price on what this means for

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Fulcrum Asset Management has integrated environmental, social and corporate governance into its trend following strategy as part of the market allocation process. This considers a measure of ESG risk associated with each market of the portfolio, said Panos Dafas, head of systematic research and portfolio manager at Fulcrum AM. ESG risk is derived for equities, fixed income, currencies, and commodities from ESG risk ratings at country level. Fulcrum officials obtain ESG country risk ratings from Sustainalytics.

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European asset manager Swedbank Robur on Monday booked its first sizeable trade using Nasdaq’s options contracts on the OMX Stockholm 30 ESG index. The manager collaborated with the U.S. exchange to launch the product earlier this month. The trade involved rolling existing in-the-money calls from the standard OMX30 index to OMX30 ESG with lower volatility. The trade was made by Magnus Linder, responsible for derivatives trading and portfolio optimization at Swedbank Robur.

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U.S. asset manager AQR is planning to launch a fund that will take long and short positions in U.S. and foreign companies to achieve a net zero carbon footprint. The fund will use AQR’s proprietary quantitative analysis of environmental, social and governance criteria, according to a prospectus filed with the U.S. Securities Exchange Commission earlier this month. The fund would appear to be the first 1940 Investment Company Act fund to take a long/short approach to ESG.

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Isidoro del Álamo, head of ESG research, BBVA Global Markets Research, and Javier Enrile, global head of sales, BBVA Quantitative Investment Strategies discussed flows in environmental, social and governance-based investing, as well as outperformance, ESG trends and regulation.

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Daniel Hernández, head of e-connectivity sales, BBVA, led panelists John Lau, head of treasury products and specialists, personal financial services, UOB Group, Vicente Martin, managing director, head of structured products, Insigneo Financial Group and Javier Rubio, head of client solutions, executive board member, BBVA Switzerland, in a discussion of trends and developments in structured products markets around the world.

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In this brief roundup of recent investment-services searches from North American public pension plans, we look at an ESG consulting gig with a Los Angeles county pension system and cash overlay management at a Chicago plan. LACERA Seeks Investment Consultant for ESG Los Angeles County Employees Retirement Association is looking for an investment consultant to

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Seven Investment Management has reduced carbon emissions across all portfolios by switching its U.S. equity exposure to the MSCI USA ESG Screened Index from the Standard & Poor’s 500.

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An increasing number of institutional investors are finding China a compelling investment thesis, taking notice of the market’s size and growth as well as the diversification benefits it can offer. But many remain sceptical about whether it’s possible to pursue responsible investing in China. EQDerivatives’ Georgia Reynolds spoke with China experts who made the case

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There has been a shift in the conversation around environmental, social and corporate governance, which is now being increasingly discussed in the context of commodities. More and more investors are tackling the issue and seeing allocations to carbon futures as a solution.

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